Client Engagement Representative

2 days ago


Chicago, Illinois, United States Costa Ivone LLC Full time
Critical Case Coordinator

Costa Ivone LLC is seeking an experienced Critical Case Coordinator to join our team.

About the Position

The Critical Case Coordinator serves as the primary point of contact for prospective clients, forming relationships with professionals in similar roles at other firms to provide and receive referrals as needed.

Key Responsibilities
  • Engage with prospective clients through phone and email interviews to gather detailed information about their cases
  • Accurately document case-relevant information
  • Evaluate prospective clients' claims to determine alignment with the firm's areas of practice and experience
  • Efficiently enter client information into the Law Firm's software application
  • Perform administrative support tasks as assigned, including creating follow-up tasks to enhance duties
  • Obtain signed retainers from clients
Requirements
  • Demonstrate exceptional customer service skills to ensure prospective clients feel valued and welcomed
  • Display a high level of empathy in all communications with potential clients
  • Possess strong listening skills to grasp details of clients' claims accurately
  • Conduct effective interviews during accident investigations
  • Exhibit excellent written and oral communication skills to explain next steps clearly and draft precise client profiles
  • Demonstrate organizational skills to manage prospective client information efficiently, monitor lead statuses, and update lead information as required
  • Multitask effectively to swiftly handle multiple inquiries
  • Possess proficiency in Microsoft Office, Windows operating system, and Outlook email

$65,000 - $75,000 per year, based on experience. This estimate takes into account the job title, description, and location.



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